Microsoft Dynamics GP 2018 – Document Attach Unplugged

The Microsoft Dynamics GP 2018 release enhances and expands existing functionality, notably in the document attachment feature. What are they? How has it evolved since GP2013? Our new blog takes you through the development of the Document Attach feature and how it has continued to add valuable enhancements in each of the versions.

Visit our sister company, InterDyn BMI’s, website to learn more. Read Document Attach Unplugged.

Microsoft GP 2018 – Document Attach in Summary

Microsoft Dynamics GP 2018 – Document Attach in Summary

Learn all about the Document Attach feature and its importance

In today’s article, we will be looking at the importance of document attachment. Microsoft Dynamics GP 2018 promises to enhance user experience and the Document Attach feature does exactly that. It enables users to attach multiple documents to Items, Customers, Vendors, Assets, and Transactions. The user gets easy and instant access to documents like W-9’s, Contracts, Credit Reports, Customer POs, pictures, and more. Now, users do not need to search all over the place for a document, and instead can attach any document or even a link to a OneDrive site or SharePoint.

Let us look at where you click to attach a document:

Here is what an attachment window looks like, allowing you an unlimited number of attachments while also storing date/time/user stamps:

In GP 2018, Document Attach added:

  • Receivables Transaction Inquiry Zoom
  • Journal Entry Inquiry
  • Transaction Entry Zoom Inquiry
  • Employee Inquiry
  • I-9 Form (No Corresponding Inquiry)
  • Asset General Information
  • Asset Inquiry Window

In GP 2018, Notes added to:

  • Vendor Inquiry Window
  • Customer Inquiry Window
  • Project Inquiry Window
  • PA Project Inquiry Window

Read our previous blogs on the document attachment feature: Comprehensive Document Attachment, Notes on Inquiry Windows, and Document Attach Security Setup feature. Learn more about our fixed GP upgrade costs by downloading our upgrade price comparison factsheet, click here.

Upgrade your GP to the cloud

Stay current and competitive to remain profitable

With cloud adoption increasing at a phenomenal rate, companies have started to notice that they have more to gain for less. In the past, companies have succumbed to the pressure of investing in infrastructure, which meant huge capital expenditure outlays. The legacy applications become redundant and the business needs to adapt to current market dynamics and requirements.

This is especially the case for Dynamics GP users. They need to upgrade to newer versions of SQL and Operating Systems. This requires new hardware or servers to be in place before upgrading their software, which is a considerable decision to make—along with the cost of upgrading.

Replace your aging infrastructure by moving GP to the cloud

As with all technology, servers also have a lifespan where beyond it they start failing to perform as expected. Aging servers could severely impact business operations, and if the warranties expire, the manufacturer can charge heavily to keep the servers online. This creates a huge cost even more than buying an all-new server. In short: the older servers are, the tougher it is to maintain them, and it’s imperative for companies to look at the health of their current infrastructure. To know more about the importance of servers and how you can maximize your IT infrastructure, check out InterDyn BMI’s post: “Servers are the be-all and by-all in your business”

Business drivers with GP on the cloud:

With GP on the cloud, you need no significant upfront investments to collaborate and streamline operations towards improved productivity. Mobility helps enhance work experiences, enable employees access/update business-critical data anytime, anywhere, resulting in improved customer satisfaction. GP on the cloud is “OpEX” based, pay-per-use. You can now conduct business at a rapid pace while freeing up your resources as the hosting provider takes care of all the server support and maintenance work to keep them up and running. To learn more about the OpEx advantage, go to InterDyn BMI’s detailed post: “Capitalize on the OpEX Advantage: Upgrade your GP to the cloud”

System Requirements for GP 2013 and higher versions

If you are still on Dynamics GP 2013 or an earlier version, you should consider scheduling an upgrade as Microsoft ends mainstream support for GP 2013 on April 10, 2018. With this, you will no longer receive year end updates and there will be minimal support for this version. GP 2013 will then move into extended support until April 11, 2023. Visit InterDyn BMI’s blog to learn more about these system requirements and other recommendations you should know: “Upgrading GP: System requirements for versions 2013 and higher

Transitioning your GP to the cloud can benefit your business with better backups, on-demand access anytime and anywhere, better uptime, greater visibility into the operations, and greater flexibility to scale up or down as your business needs change.

There are many reasons to upgrade your system to the cloud and our experienced team is waiting to help you plan your upgrade. Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.

Microsoft GP 2018 – Document Attach Security Setup feature

Microsoft Dynamics GP 2018 was released to extend comprehensive functionality to its users, which they needed to enhance specific areas around the core application, user experience, and platform. One of these specific areas is the Comprehensive Document Attachment Feature.In our GP Feature of the Day article, we will look at another update to this feature with the addition of including security to documents.

Dynamics GP 2018 – Notes on Inquiry Windows Feature

Dynamics GP 2018 – Notes on Inquiry Windows

Find out more about the notes on inquiry windows in the Comprehensive Document Attach feature.

In our last GP Feature of the Day blog, we looked at the Comprehensive Document Attachment feature. In this article, we will be highlighting the notes on inquiry window update.

Three new note buttons have been added to inquiry windows:

  • Display Vendor notes on Vendor Inquiry
  • Display Customer notes on Customer Inquiry
  • Display Project Notes in Project Inquiry and PA Project Inquiry
  1. Display Vendor notes on Vendor Inquiry 

2. Display Customer notes on Customer Inquiry

3. Display Project Notes in Project Inquiry and PA Project Inquiry

Learn more about our fixed GP upgrade costs by downloading our upgrade price comparison factsheet, click here